Home

Meet the Planners

Since 1976, Certified Financial Group has grown to become one of Central Florida's largest independent financial planning firms.

Providing fee-based financial planning and investment management, our CERTIFIED FINANCIAL PLANNER™ practitioners operate under a fiduciary standard. This approach allows for objectivity and avoids a “one size fits all” product solution.

Click here to learn more.

"On The Money"

Hosting "On The Money", one of Central Florida's most listened to financial call-in radio programs, our CERTIFIED FINANCIAL PLANNER™ practitioners answer your financial questions. Tune in Saturdays at 9:00 a.m. to FM 96.5 or AM 580 WDBO radio.

Listen to the latest "On the Money" programs here.

This Week's Must Read

Signs Your Pension Plan Is In Trouble

If your pension plan is underfunded, you could be at risk of losing some of your benefits. That isn't news. But did you know that your pension can be at risk even if the plan is relatively healthy?

Click here for the rest of the story.

Share this content with:

Certified Advisory Corp · Certified Benefits Corp · Certified Insurance Corp

1111 Douglas Avenue • Altamonte Springs, FL 32714 • 407.869.9800

All practitioners are registered representatives of either Maitland Securities, Inc., TransAm Securities, Inc. or both - Members FINRA, SIPC
Fee-Based Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm
Employee Benefits Planning through Certified Benefits Corp - Insurance Planning through Certified Insurance Corp
Click Here for states that our various member firms are registered in to offer Securities.
Certified Advisory Corp and TransAm Securities, Inc. are members of the Protocol for Broker Recruiting.

This website is for informational purposes only and does not constitute a complete description of our services. This website is not a solicitation or offer to sell securities or investment advisory services. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources we believe to be accurate; however, we do not guarantee the timeliness or accuracy of same. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we, nor our information providers, shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties expressed or implied as to the accuracy, completeness, or results obtained from any information posted on this or any linked website.

Please click for Web Disclosures, Business Continuity Plan, Code of Ethics, and Privacy Statement